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S&P Global
SPGI

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
901
Lederer & Associates Investment Counsel
California
$2.2M +$76.6K +150 +4%
PWM
902
Perigon Wealth Management
California
$2.19M -$97.1K -190 -4%
RB
903
Rodgers Brothers
Pennsylvania
$2.19M -$128K -250 -5%
DCM
904
Decatur Capital Management
Georgia
$2.18M +$7.15K +14 +0.3%
EWM
905
Empirical Wealth Management
Washington
$2.18M +$519K +1,015 +31%
BOH
906
Bank of Hawaii
Hawaii
$2.15M -$1.04M -2,033 -32%
VAS
907
Vestmark Advisory Solutions
Massachusetts
$2.15M +$1.27M +2,487 +143%
LSA
908
Leonteq Securities AG
Switzerland
$2.14M +$46.5K +91 +2%
ICM
909
IMS Capital Management
Oregon
$2.14M -$25.5K -50 -1%
GI
910
GAMMA Investing
California
$2.14M +$362K +708 +20%
AW
911
Alaethes Wealth
Nevada
$2.13M +$64.4K +126 +3%
SAM
912
Smartleaf Asset Management
Massachusetts
$2.09M +$253K +496 +14%
BAM
913
Belpointe Asset Management
Nevada
$2.09M +$24.5K +48 +1%
QWM
914
Quadcap Wealth Management
Texas
$2.08M -$40.9K -80 -2%
EM
915
Excalibur Management
Massachusetts
$2.07M – – –
WSFS
916
Wilmington Savings Fund Society
Delaware
$2.07M -$1.2M -2,353 -37%
PCM
917
Parsons Capital Management
Rhode Island
$2.07M -$13.3K -26 -0.6%
ACM
918
Ashford Capital Management
Delaware
$2.06M -$150K -294 -7%
BS
919
Banco Santander
Spain
$2.04M -$222K -435 -10%
NW
920
NewEdge Wealth
Pennsylvania
$2.04M +$7.15K +14 +0.4%
MA
921
Montag & Associates
Georgia
$2.03M -$75.1K -147 -4%
FHA
922
Flagship Harbor Advisors
Massachusetts
$2.03M +$27.6K +54 +1%
MAM
923
Madison Asset Management
Wisconsin
$2.03M +$5.62K +11 +0.3%
FBT
924
First Bank & Trust
South Dakota
$2.01M -$30.1K -59 -1%
CIC
925
Chilton Investment Company
Connecticut
$2M +$357K +699 +22%
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